Customization & Configuration

Customization & Configuration

Custom Fields

Increase the amount of information you store about your clients and guests in NewBook by creating custom fields. This is helpful if you’d like to record serial numbers, ABN details or other miscellaneous information in a personal or company profile.

Create Custom Fields in NewBook

  • Lead Information
  • Guest Information
  • Quotes
  • Contact Templates
  • Signable Documents

You can create custom fields almost anywhere in NewBook if you need to add extra information about your clients or guests.

You can create custom fields almost anywhere in NewBook if you need to add extra information about your clients or guests.

Special Dates

You can record special dates inside NewBook to help staff remember public holidays and important events. Look for a star on the booking calendar to see when something special is happening. Recording school holidays and dates that fall over peak periods allows you to restrict bookings over certain dates so you can yield a higher revenue.

Users, Profiles & Privileges

You can set up as many NewBook users as you like so each staff member has their own, unique login. Users can customize their dashboard to really make it their own; they can save frequently used modules as favourites and can even change the colour of NewBook! We recommend logins aren’t shared amongst teams so you can check the Audit Log if you’re unsure who has made changes in the system. You have full control over which modules users can access, meaning you can restrict access to those who actually need it.

Translations

You can change NewBook’s naming conventions so the terminology you use aligns with your industry. For example, a site can be renamed to a room or a berth. You can even change a whole category, such as Charters to match the type of charter you offer. If you can’t remember what you changed the name to, you can still search for the default name and the feature will display.

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